Interactive quotes

Overview: Interactive quotes enable your customers to view, edit, and approve a quote online before it is confirmed. Sales reps can send a link to interactive quotes to customers via email, like a sales order that is still editable. After the customer makes changes and approves the quote, the sales rep can review their changes and confirm. Interactive quotes need to be enabled from your account settings page for the “Finish up as quote” option to become available.

Once enabled, this functionality will exist on both the iPad and iPhone. The sales rep can select, “Finish up as quote” to send the customer an interactive quote rather than an order.

You can also configure interactive quotes from your account settings page and find here details on the different configuration options.

Inventory on Interactive Quotes: In the “Inventory Levels” section of the account setting page, you can enable “Customer Inventory” display levels on interactive quotes. If enabled, this will show a red qty indicator when the customer adds quantities beyond the shelf quantity. They will, however, still be able to add out of stock products or more than the available quantity.

Emailing Interactive Quotes: For more information on customizing the interactive quote emails that get sent to customers, please see our templates section.

Customer’s Interactive Quote Experience

Customer receives an email with a link to the interactive quote

Customer will need to create a password (or login) in order to view a quote if you have opted to require customer login

Overview: If you have enabled interactive quotes, this template is rendered when you send an interactive quote to a customer. They will be able to edit quantities and browse additional products from your catalog.

The default template is fairly vanilla HTML without much of an attempt to be pretty, but you are free to go as far as you like in adding additional HTML or CSS styles if you want your emails to be more eye-catching.

Template Parameters

sellerUserName - A reference to the sales rep who wrote the order. You can choose to customize your template to use first person language and the sellerUserName (sales rep).

customerHasBuyerProfile - A customer receiving an interactive quote for the first time will need to set up a customer profile. This reference will enable you to use different language for a customer receiving their first interactive quote. See our default copy here.

quoteID - A reference to the quote’s unique identifier.

quoteURL - The URL for the interactive quote that the buyer will access.

buyerName - The name of the buyer’s company from your customer list.

buyerContactName - The contact person at the buyer’s company.

sellerName - Your company name.

companyLogoURL - A reference to your company logo URL.

personalNote - The sales rep is able to include a personal note on the interactive quote, this will allow you to render that note on the email template. The buyer will also see this note on the web-view of the interactive quote.

Quote Pending Email HTML Template

Overview: This is the template for the email sent to your team when the buyer has reviewed and submitted an interactive quote. It notifies your team that the quote is awaiting final approval and links to the quote.

Template Parameters

sellerName - Your company name.

quoteID - A reference to the quote’s unique identifier.

quoteURL - The URL for the interactive quote that the buyer will access.